New

Managing Director, Tax - Private Client

Forvis Mazars, LLP
United States, Texas, San Antonio
8200 Interstate 10 (Show on map)
Sep 05, 2025
General information Name Managing Director, Tax Posting Title Managing Director, Tax - Private Client Ref # 2235735 Date Published Thursday, September 4, 2025 City Atlanta State Georgia Country United States Job Category Tax Office Atlanta GA (Forvis) Advertised Location US-FL-Boca Raton, US-FL-Miami, US-FL-Tampa Bay, US-GA-Atlanta, US-IN-Indianapolis, US-NC-Charlotte, US-TX-Austin, US-TX-San Antonio Working time Full Time Description & Requirements Forvis Mazars Private Client Tax services are designed to provide high-net-worth individuals and families with personalized, strategic guidance that goes beyond traditional tax compliance. Their approach begins with a deep understanding of each client's financial landscape, enabling advisors to tailor tax strategies that align with long-term goals such as wealth preservation, legacy planning, and philanthropic endeavors. What You Will Do: Provide strategic oversight and leadership in delivering tax advisory and compliance services for individuals, partnerships, and corporations across diverse industries, ensuring regulatory alignment and client value. Oversee complex tax research and insights, translating technical findings into actionable strategies for clients and firm leadership. Ensure quality and compliance through high-level review of tax filings and risk management protocols. Strengthen client relationships by delivering proactive, high-impact tax solutions and positioning the firm as a trusted advisor. Drive a culture of client service excellence, fostering long-term partnerships and consistent engagement. Develop and lead high-performing teams, providing mentorship, performance feedback, and career development. Manage project execution and resource allocation, ensuring timely, efficient, and high-quality service delivery. Support firm growth through strategic planning, client retention, and targeted business development initiatives. Expand market presence by representing the firm at industry events and cultivating new opportunities. Maintain technical leadership through ongoing education, regulatory awareness, and internal knowledge sharing. Promote thought leadership by authoring publications and leading firm-wide training initiatives. Minimum Qualifications: Bachelor's Degree in Accounting, Taxation or related field 11+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting Current and valid CPA (Certified Public Accountant) license Proficiency in Microsoft Office Suite Ability to work a hybrid schedule, typically averaging three days per week in the assigned office Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays. Preferred Qualifications: Master's Degree in related field #LI-BOCR, #LI-MIA, #LI-TPA, #LI-ATL, #LI-IND, #LI-CLTSP, #LI-AUS, #LI-SANT #LI-SS1